Episode Summary
This episode of the Broker Link podcast discusses the upcoming Life Symposium on May 20 at the new Flower Mound office.
Chris Newberry and Cristal Bustillos from the Life team highlight new features like the Vive platform for term insurance, which allows agents to run quotes and apply directly. The symposium will cover various life insurance products, including term, IUL, long-term care, final expense, and worksite products.
It will feature presentations from carriers and other partners, with a fast-paced schedule and a working lunch. Registration is encouraged as space is limited.
Additionally, monthly webinars and custom partner program calls are available for further training and support.
If you want to RSVP to the Life Symposium, click here!
Takeaways
- The Life Symposium is set for May 20th at the new office.
- The VIVE platform allows agents to run quotes and submit applications easily.
- Agents can share promotional links with clients for self-service quoting.
- The symposium will feature a diverse range of carriers and concepts.
- Networking opportunities will be available post-event for one-on-one questions.
- The theme of the symposium is about diversifying insurance offerings.
- Monthly training sessions include Final Expense 101 and Life Insurance refresher courses.
- A new course, Mastering Life Insurance, focuses on unique client situations.
- Long-term care awareness month will feature special programming.
- Agents are encouraged to register early due to limited seating.
